Purchases and Sales Made in Q3 2023 in Merit Medical Systems Inc (MMSI)
This table provides information about the institutional ownership of Merit Medical Systems Inc (MMSI) during Q3 2023. The information is specifically focused on institutions that hold shares of MERIT MEDICAL SYSTEMS INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
115+ 164.29% |
$7.29K - $9.74K
|
185
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
115+ 164.29% |
$7.29K - $9.74K
|
185
$19.4K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
94New |
$5.96K - $7.96K
|
94
$9.84K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
92+ 27.63% |
$5.83K - $7.8K
|
425
$44.5K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
69New |
$4.37K - $5.85K
|
69
$7.22K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
69+ 176.92% |
$4.37K - $5.85K
|
108
$11.3K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
66New |
$4.18K - $5.59K
|
66
$6.91K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 39.02% |
$4.06K - $5.42K
|
228
$23.9K
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
60+ 1.96% |
$3.8K - $5.08K
|
3.12K
$326K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
47New |
$2.98K - $3.98K
|
47
$4.92K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
46New |
$2.91K - $3.9K
|
46
$4.81K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
37+ 4.89% |
$2.34K - $3.14K
|
793
$83K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37+ 3.25% |
$2.34K - $3.14K
|
1.18K
$123K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
36+ 0.81% |
$2.28K - $3.05K
|
4.46K
$467K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
35+ 1.09% |
$2.22K - $2.97K
|
3.26K
$341K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
30+ 0.9% |
$1.9K - $2.54K
|
3.37K
$352K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30New |
$1.9K - $2.54K
|
30
$3.14K
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30+ 60.0% |
$1.9K - $2.54K
|
80
$8.37K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.65K - $2.2K
|
26
$2.72K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 40.68% |
$1.52K - $2.03K
|
83
$8.69K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23+ 0.55% |
$1.46K - $1.95K
|
4.18K
$437K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 1.69% |
$1.39K - $1.86K
|
1.32K
$138K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17New |
$1.08K - $1.44K
|
17
$1.78K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4+ 0.01% |
$253 - $339
|
27.1K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 44.44% |
$253 - $339
|
13
$1.36K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4+ 7.14% |
$253 - $339
|
60
$6.28K
|
|
Oct 26, 2023
Q3 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
2+ 0.0% |
$127 - $169
|
378K
$39.5M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.7% |
$127 - $169
|
289
$30.2K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.84% |
$63.4 - $84.7
|
118
$12.3K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 6.06% |
$127 - $169
|
31
$3.24K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 30.0% |
$190 - $254
|
7
$732
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 30.77% |
$253 - $339
|
9
$942
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 1.28% |
$317 - $424
|
385
$40.3K
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6- 0.07% |
$380 - $508
|
8.91K
$932K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 27.27% |
$950 - $1.27K
|
40
$4.19K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-26- 2.18% |
$1.65K - $2.2K
|
1.16K
$122K
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-31- 0.01% |
$1.96K - $2.63K
|
307K
$32.1M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 40.24% |
$2.09K - $2.8K
|
49
$5.13K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35- 23.81% |
$2.22K - $2.97K
|
112
$11.7K
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-35- 0.08% |
$2.22K - $2.97K
|
45.5K
$4.76M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-35- 0.96% |
$2.22K - $2.97K
|
3.61K
$377K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-46- 97.87% |
$2.91K - $3.9K
|
1
$105
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-63- 6.26% |
$3.99K - $5.34K
|
943
$98.7K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-69Closed |
$4.37K - $5.85K
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84Closed |
$5.32K - $7.12K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 64.1% |
$6.34K - $8.47K
|
56
$5.86K
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-157- 4.64% |
$9.95K - $13.3K
|
3.23K
$338K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-158- 29.48% |
$10K - $13.4K
|
378
$39.6K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-172- 1.69% |
$10.9K - $14.6K
|
10K
$1.05M
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-200- 1.57% |
$12.7K - $16.9K
|
12.5K
$1.31M
|